When We Help

When We Help

At MaKe Financial Decisions, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

Young working professionals

  • Typically late 20-early 30 years, recently finished uni and starting their professional career
  • Usually enjoy socialising and travel and not really focused on their finances. However…
  • How do I get ahead financially and set myself up for my career (or future family)?
  • I really want to buy a house. How much do I need to save for a deposit? How do I ever get there?
  • I know I should be getting my finances sorted. I want to invest in shares but where do I start?

Does this sound like you?

Busy working families

  • Usually couples aged 30-50 years, often with school aged children and established careers
  • Purchased a home and perhaps some shares, but haven’t really spoken to anyone about finances
  • I never have money to do the things I want as I’m having to pay bills, tax, mortgage, school fees…
  • I know I need to do something with my finances, but what? Set up a SMSF, invest in shares?
  • I want to buy an investment property but what’s the best way to do that? Is it still a good idea?

Does this sound like you?

Go-Go Retirees

  • Typically 55-70 years, stepping into retirement, slowing down from working life
  • They are often empty nesters and might be looking at a sea-change or downsizing their home
  • Have a desire to enjoy the money they have saved – travel, hobbies, renovations, help their kids
  • I really want to free up time to spend quality time with grandchildren and the family
  • I don’t know whether I can afford to stop working. How much is enough? Can I work part-time?

Does this sound like you?